Making a Planned Gift is Easier Than You Think. You Can Help Build a Better and Stronger Valley.

It’s your plan… it’s your legacy!

  • Leave a gift in your will or trust
  • Designate a nonprofit as a beneficiary of a portion of your IRA or other financial accounts
  • Give life insurance you no longer need
  • Give appreciated stock and save on taxes
  • Consider a gift of real estate
  • Donate your IRA required minimum distribution directly to a nonprofit and avoid taxes.*

Speak with your trusted professional financial advisor or call (203) 751-9162 to explore which planned-giving option is best for you.

*Must be 70½ years or older.

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How will you support the causes you care about most, forever?

Planning your estate and legacy for future generations, including your charitable interests, takes careful evaluation. While everyone's situation is different, a planned gift benefitting the Valley will make an impact in the community both today and for generations to come. You can build a better, stronger, more vibrant Valley. Start the conversation with your trusted professional advisor to discuss what planned giving strategy is best for you.

The Valley Gives Back ® is an initiative of the Valley Community Foundation in partnership with the Valley's nonprofit organizations with the goal of connecting private philanthropy to the long-term good of the Valley.

Contact us at (203) 751-9162.


The material presented on this Planned Giving website is not offered as legal or tax advice.
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